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Technology Stocks : All About Sun Microsystems

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To: Steve Lee who wrote (40073)	1/4/2001 11:53:18 AM
From: Charles Tutt	Read Replies (2) of 64865

Only two more weeks to wait for earnings. While I don't expect a blowout, I do expect them to meet, and perhaps exceed by the traditional penny, current estimates. According to biz.yahoo.com the consensus is for 16 cents/share, up from 10 cents for the same quarter last year. The latest Value Line I've seen estimates 14 cents. I think (hope) "whisper numbers" are a bit less aggressive, given the well publicized problems in the general economy. Factors that might help: boost in value of Euro and other currencies against dollar continued growth of Internet new products backlog improved parts availability easier recruitment competitive factors: minimal acceptance of Windows 2000 delay in Itanium Factors that might hinder: general economic malaise competitive pressure from refreshed IBM and HP lines Just some thoughts to get us going. Comments, anyone? JMHO, of course, and not investment advice. Charles Tutt (TM)

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